LPL Financial’s Trupanion TRUP Stock Holding History

LPL Financial’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,753	Closed	-$247K	–	4687
2023 Q1	$247K	Buy	5,753 +292	+5%	+$15.8K	﹤0.01%	3890
2022 Q4	$260K	Sell	5,461 -349	-6%	-$18.2K	﹤0.01%	3771
2022 Q3	$345K	Buy	5,810 +116	+2%	+$7.79K	﹤0.01%	3465
2022 Q2	$343K	Buy	+5,694	New	+$388K	﹤0.01%	3523
2022 Q1	–	Sell	-1,883	Closed	-$249K	–	4389
2021 Q4	$249K	Buy	+1,883	New	+$219K	﹤0.01%	3829
2021 Q1	–	Sell	-2,318	Closed	-$277K	–	4142
2020 Q4	$277K	Buy	+2,318	New	+$219K	﹤0.01%	3270

Other funds holding TRUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

LPL Financial's TRUP Position: Q2 2023 in Review

LPL Financial sold out of Trupanion (TRUP) in Q2 2023, closing a stake of 5,753 shares — an estimated $247K sold.

LPL Financial first reported a position in TRUP in Q4 2020 and held it in 6 quarters. The position peaked at $345K in Q3 2022. 191 funds tracked by Wall St. Rank hold TRUP as of Q2 2023.

LPL Financial reported no remaining Trupanion position as of Q2 2023 after selling out during the quarter.
LPL Financial sold 5,753 Trupanion shares in Q2 2023, an estimated $247K.
LPL Financial first reported a position in Trupanion in Q4 2020 and held it in 6 quarters.
LPL Financial's Trupanion position peaked at $345K in Q3 2022.
191 funds tracked by Wall St. Rank held Trupanion as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.